Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Pesta & Pesta, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Pesta & Pesta we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment strategies enable your portfolio to be managed in a way that pursues your financial goals: wealth preservation, income, or growth. Learn More
We recognize these risks and offer proactive strategies including life insurance, long-term care plans, and disability coverage. Learn more
We do this for individuals, small business owners, corporations, partnerships, non-profits, trusts and estates. Learn more
Our team of Financial advisors will analyze your current financial state and help you develop and maintain financial independence. Learn more
There are several reasons to create an estate plan. You might want to make things easy and convenient for a surviving spouse or your children. You may want to sell a highly appreciated asset and pay zero capital gains tax. You may want to significantly reduce your estate tax liability and leverage the value of your estate. Learn more
Pesta & Pesta’s mission is to help our clients develop and maintain financial independence. We are a wealth management firm in San Jose, CA serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Pesta & Pesta help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
How long will your retirement savings last? This report will provide a high-level introduction to generating retirement income and help you understand how to make your money last longer throughout retirement.
Pesta & Pesta’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more
For many of us, retirement planning is a persistent boogie man in the back of our minds. The statistics on people’s lack of retirement preparation are staggering, and the official retirement age seems to increase by the minute. Life expectancy is getting longer, and resources seem to be getting scarcer. Any hand that savers and wage-earners play at this point in life seems like a bet against the house, sure to lose. Read more
The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more
Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
By Jeff Pesta
I can’t tell you how many times this has happened to me. A couple comes in, sits down heavily in a chair, and says something like, “We’ve worked for 25 years. We got married, purchased a home, and put our kids through college. Now we’re in our fifties and we know very little about how money works. We have some savings, but 65 is coming so fast – we’re overwhelmed!” Read more
The S&P 500 finally experienced a meaningful decline after posting gains nearly every week this year. The index dropped 2.2% last week. Read more
